IVW icon

iShares S&P 500 Growth ETF

2,037 hedge funds and large institutions have $49.6B invested in iShares S&P 500 Growth ETF in 2025 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 674 increasing their positions, 744 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $48.4B → $49.6B (+$1.22B)

0.72% more ownership

Funds ownership: 73%73.73% (+0.72%)

9% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 744

Holders
2,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
218
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$22.2M
Puts
$18.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
2001
Quintet Private Bank (Europe)
Luxembourg
$17.3K
DWM
2002
Dogwood Wealth Management
Kansas
$16.9K
Allspring Global Investments
2003
Allspring Global Investments
North Carolina
$16.6K
OWP
2004
ORG Wealth Partners
Texas
$15.9K
FMB
2005
Field & Main Bank
Kentucky
$15.8K
PK
2006
Pflug Koory
Nebraska
$15.1K
RFA
2007
Reyes Financial Architecture
California
$14.9K
NFSG
2008
Newbridge Financial Services Group
Florida
$14.5K
CTWM
2009
Cherry Tree Wealth Management
Minnesota
$12.9K
TFA
2010
Toth Financial Advisory
Virginia
$12.8K
FDW
2011
Fourth Dimension Wealth
Ohio
$12.3K
GF
2012
GGM Financials
Ohio
$11.7K
TCM
2013
Triumph Capital Management
Colorado
$11.1K
GWM
2014
Grand Wealth Management
Michigan
$11.1K
MHR
2015
Matthew Hamilton Rosenberg
$10.8K
FA
2016
Fountainhead AM
New Jersey
$10.7K
MSWA
2017
Marshall & Sterling Wealth Advisors
New York
$10.7K
UFPG
2018
United Financial Planning Group
New York
$10.1K
MBFW
2019
Morton Brown Family Wealth
Pennsylvania
$10.1K
FGAM
2020
Financial Gravity Asset Management
Texas
$9.98K
AW
2021
Ankerstar Wealth
Texas
$9.98K
CJ
2022
Caitlin John
Michigan
$9.49K
HHGA
2023
Halbert Hargrove Global Advisors
California
$8.75K
PAG
2024
Paladin Advisory Group
Iowa
$8.01K
CFG
2025
Chapman Financial Group
Hawaii
$7.27K